Enterprise Solutions Specialist

1 month ago


Nashville, Tennessee, United States Wealth Access Full time

h3JobOverview/h3pWealthAccessisseekingahighlyskilledbSalesEngineer/btobridgethegapbetweenourtechnicalsolutionsandclientneeds./ppThisrolerequiresastrongunderstandingofourSaaSsolutions,aswellastheabilitytocommunicatecomplextechnicalconceptstoclients./ppTheidealcandidatewillworkcloselywithoursalesandproductteamstodemonstratethevalueofoursolutionsandensureclientsunderstandthebenefitsandcapabilitiesofourproducts./ppbKeyResponsibilities:/b/pulliProvidepre-salessupporttothesalesteam,includingidentifyingclientneedsandtailoringproductdemonstrationsandpresentations./liliConductin-depthtechnicalpresentationsanddemonstrationsofourSaaSsolutionstopotentialclients,highlightingkeyfeaturesandbenefits./liliDevelopanddelivercustomizedproductpresentationsanddemonstrationsthataddressspecificclientrequirements./li/ulpbTechnicalExpertise:/b/pulliProvideexpert-levelknowledgeofoursolutions,includingfeatures,functionalities,andintegrationcapabilities./liliAddressandresolvetechnicalquestionsandconcernsfromclients,ensuringaclearunderstandingofoursolutions./liliStaycurrentwithindustrytrendsandadvancementstoeffectivelypositionourproductsagainstcompetitors./li/ulpbClientEngagement:/b/pulliEngagewithprospectiveclientstounderstandtheirbusinesschallengesandtechnicalrequirements./liliCollaboratewithclientstodeveloptailoredsolutionsthatalignwiththeirobjectivesandprovidevalue./liliAssistinthecreationofproposals,RFPresponses,andtechnicaldocumentation./li/ulpbQualifications:/b/pulli3-5yearsofexperienceinaSalesEngineerorTechnicalAccountManagerrolewithintheSaaSorfinancialtechnologysector./liliProficiencyinSaaSapplications,wealthmanagementplatforms,brokerages,banks,andtrusts./liliExcellentverbalandwrittencommunicationskills,withtheabilitytoconveycomplextechnicalconceptsinanunderstandablemanner./liliStronganalyticalandproblem-solvingskills,withtheabilitytodiagnoseandresolvetechnicalissueseffectively./liliDemonstratedabilitytobuildandmaintainstrongrelationshipswithclients,understandingtheirneedsandprovidingtailoredsolutions./li/ulpbAboutWealthAccess:/b/ppWealthAccessisafast-growingenterprisecustomerdatainsightsplatform.Weworkwithfinancialservices'existingbooksandrecordstounifyandenrichdata,generatingdeepinsightsandpoweringhyper-personalizedbankingandwealthmanagementexperiences./ppOurinnovativeenterprise-classsolutionssupportmorethan200customerswithover$571billioninassetsonourplatform,includingseveralofthelargestRIAsandbanksinAmerica./p



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